HOLISTIK

Your legal and tax services partner

Holistik is dedicated to driving positive change for better business and family goals, focusing on sustainability as a value-driver in growth, brand, strategy, and people.

Trang Fernandez-Leenknecht
Partner and co-founder

Your legal and tax services partner

A holistic approach avoids counter-productive effects of separate actions  

Your legal and tax services partner

Consulting with perspectives turns a situation into options


HOLISTIK

Your legal and tax services partner

“Holistik is dedicated to driving positive change for better business and family goals, focusing on sustainability as a value-driver in growth, brand, strategy, and people.”

Trang Fernandez-Leenknecht
Partner and co-founder

Your legal and tax services partner

A holistic approach avoids counter-productive effects of separate actions

 

 

Your legal and tax services partner

Consulting with perspectives turns a situation into options


ABOUT US

Responsible stewardship

Holistik is an agile and independent financial and pension consulting firm with Swiss and international tax and law expertise.

Thanks to various career paths in Switzerland and abroad, we bring together sound industry knowledge and long-term practical experience built up in reputable law firms and global companies. We are entrepreneurs specialised as lawyers, notary, tax specialists, pension specialist, insurance specialist, and wealth planners.

Our role is to know the opportunities, measure risk and manage uncertainty. We believe in personal commitment and tailor-made service for specific client needs. That’s how we support you to shape your financial future and bring success in the long term.

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We take the first steps with you
up to the whole staircase

SERVICES

Innovative perspectives for a holistic impact

A comprehensive, in-depth review of your global financial picture includes the emotional aspects of responsible stewardship for you and your family. Life is a journey; our services exist to help and guide through all scenarios.

Holistik provides legal and tax support, manage personal and business risks, consider clients’ concerns from different perspectives, and find innovative solutions to achieve your goals and protect your family.

Service is not about a title or a designation. It’s about impact, influence and inspiration. Impact involves getting results, influence is about sharing the passion we have for our work and inspiring our customers by consulting with innovative perspectives for a holistic financial impact.

Cross-jurisdictional wealth planning

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“Our holistic approach merges suitability, risk management and performance into sustainable solutions:

 

  • Swiss and international asset protection and wealth transfer
  • Tax and legal services
  • Life insurance and company solutions
  • Retirement and succession planning
  • Financial plans and projections with various scenarios
  • Domestic and cross-border relocation
  • Pension structuring for private clients and companies

Relocation

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Domestic and cross-border relocation for every member of the Family. We

 

  • Help define the taxation regimes (lump sum or ordinary)
  • Carry out the permits and formalities with the Swiss authorities
  • Coordinate with the experts from your home country
  • Organise world class schooling for your children
  • Support the selection of optimal domicile
  • Connect you with reliable property and financing professionals
  • Register for mandatory and private insurance
  • Take care of tax return services and renewal of permits
  • Assist with conciergerie and personal administration
  • Serve as the one contact point for your requests.

Pension

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For private clients and companies: mandatory and extra-mandatory pension schemes, collective or autonomous entities (base, Bel Etage, 1e, vested benefits, 3A/3B), Swiss and international life insurance solutions.

We

 

  • Manage regulatory and tax aspects
  • Carry out comparisons between providers
  • Optimise schemes to meet your needs and reduce costs
  • Help make pension an incentive to attract talents
  • Assist with implementation
  • Train and coach your personnel
  • Connect you with the professional that meets your requirements.

International relocation:

  • Can I consolidate and repatriate my pension savings?

Sustainable investing:

  • Can I have my say on how these must be invested?

Sustainability & Blockchain

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Holistik helps you make decisions about solutions in sustainability and overcome apparent legal, tax and regulatory barriers.

 

In particular, regarding pension matters, Employees and Executives as well as Employers often face what seems insurmountable with questions such as:

  • How are my savings invested?
  • Can I decide for my capital?
  • Can I select the investments?

 

Risks of sustainable washing?

What are the responsible, sustainable, impact investing?

And philanthropy?

Read More

For private clients and companies: mandatory and extra-mandatory pension schemes, collective or autonomous entities (base, Bel Etage, 1e, vested benefits, 3A/3B), Swiss and international life insurance solutions.

We

 

  • Manage regulatory and tax aspects
  • Carry out comparisons between providers
  • Optimise schemes to meet your needs and reduce costs
  • Help make pension an incentive to attract talents
  • Assist with implementation
  • Train and coach your personnel
  • Connect you with the professional that meets your requirements.

International relocation:

  • Can I consolidate and repatriate my pension savings?

Sustainable investing:

  • Can I have my say on how these must be invested?
Read More

Our holistic approach merges suitability, risk management and performance into sustainable solutions:

  • Swiss and international asset protection and wealth transfer
  • Tax and legal services
  • Life insurance and company solutions
  • Retirement and succession planning
  • Financial plans and projections with various scenarios
  • Domestic and cross-border relocation
  • Pension structuring for private clients and companies
Read More

Domestic and cross-border relocation for every member of the Family. We

 

  • Help define the taxation regimes (lump sum or ordinary)
  • Carry out the permits and formalities with the Swiss authorities
  • Coordinate with the experts from your home country
  • Organise world class schooling for your children
  • Support the selection of optimal domicile
  • Connect you with reliable property and financing professionals
  • Register for mandatory and private insurance
  • Take care of tax return services and renewal of permits
  • Assist with conciergerie and personal administration
  • Serve as the one contact point for your requests.
Read More

For private clients and companies: mandatory and extra-mandatory pension schemes, collective or autonomous entities (base, Bel Etage, 1e, vested benefits, 3A/3B), Swiss and international life insurance solutions.

We

 

  • Manage regulatory and tax aspects
  • Carry out comparisons between providers
  • Optimise schemes to meet your needs and reduce costs
  • Help make pension an incentive to attract talents
  • Assist with implementation
  • Train and coach your personnel
  • Connect you with the professional that meets your requirements.

International relocation:

  • Can I consolidate and repatriate my pension savings?

Sustainable investing:

  • Can I have my say on how these must be invested?
Read More

Holistik helps you make decisions about solutions in sustainability and overcome apparent legal, tax and regulatory barriers.

 

In particular, regarding pension matters, Employees and Executives as well as Employers often face what seems insurmountable with questions such as:

  • How are my savings invested?
  • Can I decide for my capital?
  • Can I select the investments?

 

Risks of sustainable washing?

What are the responsible, sustainable, impact investing?

And philanthropy?

Latest News


  • “Common Reporting Standard: the Blockchain-based assets case”, University of Lausanne, November 2019
  • Holistik holds a conference “From Responsible to sustainable to impact investing”, The United Nations, 4th Annual International Conference on CrowdFunding and Smart Finance, December 2019.
  • Holistik supports a renowned event organizer in international immigration laws.
  • “Automatic exchange of financial information in tax matters: and the crypto-assets?” Swiss Institute of Fight against Economic Crime, October 2019 (in French)
  • Holistik shows how to “Making use of finance to change the world”, Canton of Geneva and Swiss Sustainable Finance, October 2019.
  • Holistik advises an investor in sustainability for the pension assets.
  • “Sustainable financial planning 2.0”, Point de Mire, La Tribune Indépendante des Entrepreneurs de la Finance, Occupational Benefits, No. 68, Spring 2017 (in French)
  • Holistik sets up a Swiss company of an international Group for an integrated entity.
  • Pension solutions, Journal of Credit Suisse Private Banking, June 2012 (in French)
  • Holistic financial advice of a Swiss and foreign nationals couple, including company tax, asset protection, and family inheritance matters.
  • Holistik assists an entrepreneur in his international relocation including tax, legal and family aspects.
  • Holistik assists an investor in the acquisition of foreign moveable and immovable assets.
  • Holistik supports an entrepreneur in the restructuring of the company – including governmental measures during COVID19.
  • Holistic advice and financial plan for a Swiss lawyer, including cash flows projections and planning for early retirement and management of real estate properties.
  • Holistik compares client preferred international locations for a cross-border relocation.

Latest News

  • “Common Reporting Standard: the Blockchain-based assets case”, University of Lausanne, November 2019
  • Holistik holds a conference “From Responsible to sustainable to impact investing”, The United Nations, 4th Annual International Conference on CrowdFunding and Smart Finance, December 2019.
  • Holistik supports a renowned event organizer in international immigration laws.
  • “Automatic exchange of financial information in tax matters: and the crypto-assets?” Swiss Institute of Fight against Economic Crime, October 2019 (in French)
  • Holistik shows how to “Making use of finance to change the world”, Canton of Geneva and Swiss Sustainable Finance, October 2019.
  • Holistik advises an investor in sustainability for the pension assets.
  • “Sustainable financial planning 2.0”, Point de Mire, La Tribune Indépendante des Entrepreneurs de la Finance, Occupational Benefits, No. 68, Spring 2017 (in French)
  • Holistik sets up a Swiss company of an international Group for an integrated entity.
  • Pension solutions, Journal of Credit Suisse Private Banking, June 2012 (in French)
  • Holistic financial advice of a Swiss and foreign nationals couple, including company tax, asset protection, and family inheritance matters.
  • Holistik assists an entrepreneur in his international relocation including tax, legal and family aspects.
  • Holistik assists an investor in the acquisition of foreign moveable and immovable assets.
  • Holistik supports an entrepreneur in the restructuring of the company – including governmental measures during COVID19.
  • Holistic advice and financial plan for a Swiss lawyer, including cash flows projections and planning for early retirement and management of real estate properties.
  • Holistik compares client preferred international locations for a cross-border relocation.

OUR TEAM

trust is earned, always

Trang-2

Trang FERNANDEZ- LEENKNECHT

Geneva
MLaw, LL.M International Taxation
Impact Investing (Oxford university)
Swiss fed. Dipl. Financial Planning
Alternative Investments (CAIA)
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Trang advises and represents private clients, families and companies in all Swiss and international financial planning matters incl. transfer pricing, relocation, life insurance and company solutions, asset protection and wealth transfer. Trang has extensive experience in pension structuring for private and corporate clients, social security, succession and retirement planning.

Her previous roles include Director Wealth and Pension Planning Switzerland in a leading private bank, Vice-Chairwoman of the Board and member of the Investment Committee of a US$ 1 billion pension fund.

Currently, Trang co-chairs the Annual Conference on Smart Finance at the United Nations and is a judge and a mentor at a global accelerator based in Boston (USA) for high-impact startups, among others.

Trang regularly assists her clients in matters related to tax and regulation on blockchain technology and digital assets as well as sustainable & impact investing. Trang’s LL.M thesis tackles the international tax and regulation of blockchain-based assets (“crypto-assets”) in the era of financial information transparency.

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Fredy EGGENSCHWILER

Basel
PhD, LL.M Property Law
attorney-at-law, notary.
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Fredy has a broad experience in Swiss and international tax and relocation services including tax return services and consulting, legal advice, succession planning and executorship. He also serves mandates in fondations and boards.

 

Fredy has worked in international financial organisations such as UBS, J. Safra Sarasin, BDO Visura and private law offices.

Read More

Trang advises and represents private clients, families and companies in all Swiss and international financial planning matters incl. transfer pricing, relocation, life insurance and company solutions, asset protection and wealth transfer. Trang has extensive experience in pension structuring for private and corporate clients, social security, succession and retirement planning.

Her previous roles include Director Wealth and Pension Planning Switzerland in a leading private bank, Vice-Chairwoman of the Board and member of the Investment Committee of a US$ 1 billion pension fund.

Currently, Trang co-chairs the Annual Conference on Smart Finance at the United Nations and is a judge and a mentor at a global accelerator based in Boston (USA) for high-impact startups, among others.

Trang regularly assists her clients in matters related to tax and regulation on blockchain technology and digital assets as well as sustainable & impact investing. Trang’s LL.M thesis tackles the international tax and regulation of blockchain-based assets (“crypto-assets”) in the era of financial information transparency.

Read More

Fredy has a broad experience in Swiss and international tax and relocation services including tax return services and consulting, legal advice, succession planning and executorship. He also serves mandates in fondations and boards.

 

Fredy has worked in international financial organisations such as UBS, J. Safra Sarasin, BDO Visura and private law offices.

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LEGAL

Geneva
MLaw, attorney-at-law
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Our legal counsel has worked in leading law firms and in the legal & compliance department of a major international bank. He supports and represents his clients in commercial and corporate law including M&A. He also advises and settles his clients in family issues and has a keen interest in sports, media and art laws.

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BLOCKCHAIN

Geneva
M.A, Cert. Financial Securities
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Our specialist has an in-depth knowledge in international trade and finance, blockchain technology and digital asset management. With experience spanning 3 continents, he has worked with governments, international oganisations, trading companies, and charity association. His current work explores the role of blockchain technology in optimising international trade procedures particularly in developing countries.

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TRANSFER PRICING

Lausanne
MS Economics, LL.M International Taxation
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Our transfer pricing (TP) counsel has worked in leading consulting firms and the Tax department of a major multinational enterprise. He advises his clients on a customized TP policy. He provides cutting-edge support on operational transfer pricing as well as TP documentation.

His expertise in TP converges from industry experience and academic research for an optimal, enhanced solution to clients.

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Our legal counsel has worked in leading law firms and in the legal & compliance department of a major international bank. He supports and represents his clients in commercial and corporate law including M&A. He also advises and settles his clients in family issues and has a keen interest in sports, media and art laws.

Read More

Our specialist has an in-depth knowledge in international trade and finance, blockchain technology and digital asset management. With experience spanning 3 continents, he has worked with governments, international oganisations, trading companies, and charity association. His current work explores the role of blockchain technology in optimising international trade procedures particularly in developing countries.

Read More

Our transfer pricing (TP) counsel has worked in leading consulting firms and the Tax department of a major multinational enterprise. He advises his clients on a customized TP policy. He provides cutting-edge support on operational transfer pricing, as well as, TP documentation.

His expertise in TP converges from industry experience and academic research, which allows us to provide an enhanced solution to his clients.


NEWS

Think holistically

We believe in tradition and innovation, authenticity and passion.


Sustainability & Blockchain

Guided by passion
Focus on the real economy: innovative social enterprises and Impact Investing.

Trang Fernandez-Leenknecht’s experiences and family history have led her to become a passionate advocate for positive change for better businesses and family goals. Trang brings about responsible and innovative solutions and redefine investment purposes, on the one hand, and foster the UN SDGs 2030, sustainable and ESG investing, on the other hand. Trang also shares her views and raises awareness on social entreprises, gender diversity, and impact investing at various conferences and in the media.

Holistik holds high value advisory that incorporates sustainable wealth and business management. Employees and Executives as well as Employers sometimes face barriers that seems insurmountable, in particular in pension matters.

Holistik assists private and institutional clients overcome the apparent legal, tax and regulatory barriers.

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INNOVATION & BLOCKCHAIN
Focus on tomorrow: understand concepts and change of paradigm in digital assets

An innovation enthusiast, Trang is active in the startup ecosphere and supports high impact enterprises at a global accelerator based in Boston (USA), Mexico, Israel, and Switzerland as a mentor and a judge.

Impact by numbers : +54 countries, +140,000 jobs, +USD $5B funding raised, first unicorn valued at USD $1B in 2017, 87% companies still active or acquired.

In the era of Artificial Intelligence, Machine Learning and Blockchain Technology, the financial, social and tax ecosystems are expected to undergo a revolutionary development. Benefits are expected to help to reduce the number of intermediaries, improving transparency and increasing security in policy and transactions. There is a growing interest  from the financial, humanitarian and philanthropic sectors in the Blockchain technology as a panacea to many obstacles in the financial, aid and charity industries.

Holistik assists, reviews, shares knowledge, solutions and networks. We are engaged in planning and guiding of clients with interest in procurement, management and security of digital assets on the blockchain such as Bitcoin.

INNOVATION & BLOCKCHAIN
Focus on tomorrow: understand concepts and change of paradigm in digital assets

An innovation enthusiast, Trang is active in the startup ecosphere and supports high impact enterprises at a global accelerator based in Boston (USA), Mexico, Israel, and Switzerland as a mentor and a judge.

Impact by numbers : +54 countries, +140,000 jobs, +US$ 5B funding raised, first unicorn valued at US$ 1B in 2017, 87% companies still active or acquired.

In the era of Artificial Intelligence, Machine Learning and Blockchain Technology, the financial, social and tax ecosystems are expected to undergo a revolutionary development. Benefits are expected to help to reduce the number of intermediaries, improving transparency and increasing security in policy and transactions. There is a growing interest  from the financial, humanitarian and philanthropic sectors in the Blockchain technology as a panacea to many obstacles in the financial, aid and charity industries.

Holistik assists, reviews, shares knowledge, solutions and networks. We are engaged in planning and guiding of clients with interest in procurement, management and security of digital assets on the blockchain such as Bitcoin.

CONTACT

We Are Here
Please Feel Free To Ask

Holistik
Route de Veyrier 210B
1255 Veyrier (Geneva, Switzerland)

Phone: +41 79 630 50 75

Email: info@holistik-wp.ch